In the pop-up window, scroll down to the Upload section.From here, click Upload, then choose the completed template file.

Once uploaded, click Save.

Buildium will validate the file, and let you know if there are any errors. You can click on the error message to view a report that indicates exactly what errors occurred so you can go and make any necessary updates to the template.

If all fields have been validated, a button will appear for you to import the data.

It’s important to know there is NO going back once you’ve hit the “import data” button after validating the files. We do not have the ability to correct any information in bulk once it’s been imported, so you want to double or even triple check the files before you import.

Validations

If you're having any issues with errors when you validate the file, check the following validation requirements to see if something in your template was entered incorrectly:

Date

Accepted format is MM/DD/YYYY.

Transaction type

Accepted values are Check and Deposit.

Bank account

Bank account must match an existing bank account.

Property

Property must match an existing property.

Account

Account must match an existing account in the chart of accounts. Sub-accounts can be prefixed with their parent account separated by a colon. E.g. “Fuel” sub-account under “Auto” can be specified as “Auto:Fuel”.